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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $647M invested in Mitsubishi UFJ Financial in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $364K | Put options by funds: $108K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $562M → $647M (+$84.9M)

2% more funds holding

Funds holding: 187 → 190 (+3)

0.02% more ownership

Funds ownership: 3.04% → 3.07% (+0.02%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
71
Reduced
61
Closed
25
Calls
$364K
Puts
$108K
Net Calls
+$256K
Net Calls Change
-$33K

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$14.2M
2
N
Nuveen
North Carolina
+$11.7M
3
CAM
Capstone Asset Management
Texas
+$5.8M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.63M
5
MCM
Masters Capital Management
Georgia
+$5.33M

Top Sellers

1
JG
Jefferies Group
New York
-$20.6M
2
Bank of America
Bank of America
North Carolina
-$11M
3
ClearBridge Investments
ClearBridge Investments
New York
-$9.89M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.27M
5
GE
General Electric
Ohio
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$4.91M -$1.28M -254,085 -21%
WAM
27
World Asset Management
Michigan
$4.79M +$357K +70,652 +8%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$4.44M -$3.39M -671,695 -43%
State Street
29
State Street
Massachusetts
$4.21M +$4.06M +805,118 +2,882%
Millennium Management
30
Millennium Management
New York
$3.95M +$3.1M +614,523 +365%
Comerica Bank
31
Comerica Bank
Texas
$3.85M -$76K -15,055 -2%
RJA
32
Raymond James & Associates
Florida
$3.75M -$2.08M -411,145 -36%
Lazard Asset Management
33
Lazard Asset Management
New York
$3.6M – – –
Citigroup
34
Citigroup
New York
$3.19M +$1.74M +345,589 +121%
JFL
35
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.06M -$70.1K -13,876 -2%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$2.76M -$913K -180,856 -25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.7M +$1.96M +387,909 +264%
HH
38
Hilltop Holdings
Texas
$2.54M – – –
SBAM
39
Santa Barbara Asset Management
California
$2.37M -$57.6K -11,414 -2%
Invesco
40
Invesco
Georgia
$2.25M -$23.8K -4,711 -1%
BA
41
BlackRock Advisors
Delaware
$2.23M +$2.23M +441,933 New
BG
42
BlackRock Group
United Kingdom
$1.85M +$1.85M +366,158 New
ACC
43
Accident Compensation Corp
New Zealand
$1.77M -$577K -114,254 -25%
GC
44
Gratry & Company
Ohio
$1.76M +$1.76M +347,840 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.67M -$14.5K -2,880 -0.9%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.67M +$101K +20,085 +6%
SB
47
Suntrust Banks
Georgia
$1.52M +$1.47M +290,853 +2,582%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$1.45M +$1.45M +287,100 New
Stifel Financial
49
Stifel Financial
Missouri
$1.44M +$1M +198,229 +225%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.42M -$294K -58,331 -17%
1
2
3 4 5

MUFG Hedge Fund Activity: Q3 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2016, worth a combined $647M — up 15% from $562M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUFG positions and 25 closed out — a net gain of 5 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $14.2M. The largest seller was Jefferies Group, exiting entirely with an estimated $20.6M sold.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $647M of Mitsubishi UFJ Financial stock for Q3 2016, up 15% quarter-over-quarter.
  • 30 funds opened new Mitsubishi UFJ Financial positions in Q3 2016 and 25 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2016 was Thornburg Investment Management, an estimated $14.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2016 was Jefferies Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2016.